CI Financial Corporation is a leading independent global asset manager offering a diversified range of investment and wealth management solutions. Through its network of subsidiaries and specialized boutique brands, the company provides mutual funds, exchange-traded funds (ETFs) and discretionary portfolio management services to retail investors, high-net-worth individuals and institutional clients.
The firm’s product lineup encompasses traditional equity and fixed income strategies, alternative and private market investments, as well as comprehensive wealth planning and advisory services. CI Financial’s boutique approach enables clients to access dedicated teams focused on specific asset classes and investment disciplines, from retirement and estate planning to customized institutional portfolio mandates.
Headquartered in Canada, CI Financial serves clients across Canada, the United States and select international markets. The company has expanded its geographic footprint and service offerings through a series of strategic acquisitions in wealth management and capital markets, enhancing its distribution channels and broadening its suite of investment solutions.
With roots dating back to the mid-1960s, CI Financial has grown into one of Canada’s largest independent asset managers. Under the leadership of President and Chief Executive Officer Kurt MacAlpine, the firm continues to prioritize organic growth, seamless integration of acquired businesses and the development of innovative investment products to meet evolving client needs.
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